>> it absolutely, is and it's the un-key to most people's success. they just can't do it. they get very emotional about investing. >> people have used the word rational to describe me, too, but not in glowing terms. you know what i often think they mean. i think they mean boring. >> in my case they do, i don't know about you, matt. >> is perhaps part of your genius you have a somewhat boring approach to investing? >> i couldn't be more boring. >> is that the key? >> it's true. i look at the facts and wherever the facts lead me, i go. >> the crux of it is this, carol. he says you go out and find undervalued companies so their stocks can only go up. make sure they don't have a lot of debt and they have good managers in place and then you jump on those companies. people out there are saying, duh, why don't i think about that, but why does he find them where other people miss them? >> well, he says that it's simple but not easy, and that's why other people i don't think can do it. but he also thinks about business 24/7, and most people aren't doing that. he is -- he brings a f